Eagle Wealth Strategies’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Eagle Wealth Strategies’s Portfolio VIOO Stock Details VIOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$836K	Sell	6,076 -232	-4%	-$29.4K	0.32%	32
2026 Q1	$724K	Sell	6,308 -13	-0.2%	-$1.52K	0.32%	31
2025 Q4	$701K	Buy	6,321 +252	+4%	+$28K	0.33%	32
2025 Q3	$670K	Buy	6,069 +107	+2%	+$11.4K	0.33%	30
2025 Q2	$604K	Hold	5,962	–	–	0.34%	35
2025 Q1	$575K	Hold	5,962	–	–	0.35%	32
2024 Q4	$632K	Buy	5,962 +62	+1%	+$6.86K	0.46%	31
2024 Q3	$638K	Sell	5,900 -216	-4%	-$22.5K	0.47%	29
2024 Q2	$601K	Sell	6,116 -186	-3%	-$18.3K	0.49%	27
2024 Q1	$633K	Sell	6,302 -148,285	-96%	-$14.4M	0.51%	24
2023 Q4	$15.3M	Buy	+154,587	New	+$13.8M	9.25%	4

Other funds holding VIOO

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Eagle Wealth Strategies's VIOO Position: Q2 2026 in Review

Eagle Wealth Strategies reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 3.7% in Q2 2026, selling an estimated $29.4K and leaving 6,076 shares worth $836K. The position accounts for 0.32% of the portfolio, ranked #32.

Eagle Wealth Strategies first reported a position in VIOO in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.3M in Q4 2023. 408 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Eagle Wealth Strategies held 6,076 shares of Vanguard S&P Small-Cap 600 ETF worth $836K as of Q2 2026.
Eagle Wealth Strategies sold 232 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $29.4K.
Vanguard S&P Small-Cap 600 ETF made up 0.32% of Eagle Wealth Strategies's portfolio in Q2 2026, its #32 holding.
Eagle Wealth Strategies first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2023 and has held it in 11 quarters since.
Eagle Wealth Strategies's Vanguard S&P Small-Cap 600 ETF position peaked at $15.3M in Q4 2023.
408 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Eagle Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.